Rebecca Lerner, a managing director and wealth management advisor at Merrill Lynch in New York City, was named to 2018’s “Top 100 Women Financial Advisors” by Barron’s Magazine. The ranking reflects assets under management, revenue and the quality of the advisor’s practice.
Earlier in 2018, Rebecca was recognized by Forbes as a top woman wealth advisor. Rebecca started at Merrill Lynch in 1997, and has been helping high net worth clients achieve their financial goals through comprehensive planning for every stage of their lives. She resides in Brooklyn with her family.
Long-time Members Karen Altfest and Marline Alexander are recognized by Crain’s as 2018 Notable Women in Finance.
The annual Crain’s New York Business listing of “Notable Women in Finance in NYC” recognizes women financial professionals who demonstrate outstanding and impactful leadership in their firms as well as their local communities.
Members Christine Li-Auyeung and Marietta Bottero are both featured in the article “How to Get a Job on Wall Street when your family is poor,” published by Efinancial careers.
On September 12th, Arianna Georgiadis was an honoree at Long Island Business News’s (LIBN) 30 under 30 awards dinner. Quite an accomplishment for Arianna, who at age 25 is recognized for her business accomplishments. The FWA congratulates Arianna on her achievement.
Local NJ-Based Marketing Consultant Featured on MSNBC’s “Your Business”
JJ Ramberg interviews Maria Semple of The Prospect Finder LLC for her best email marketing tips.
BRIDGEWATER, SEPTEMBER 18, 2017 – FWA Member and NJ-based Marketing Consultant Maria Semple was interviewed by MSNBC’s JJ Ramberg for an upcoming episode of “Your Business” which is scheduled to air on Sunday, September 24, 2017 at 7:30 am ET. As President of The Prospect Finder LLC and author of Magnify Your Business, Maria shared her expertise at the August NY NOW Expo at the Javits Center in New York City where she also discussed small business email marketing tips for refining online marketing strategies with JJ Ramberg.
During the interview, Semple stressed the continued importance of email marketing for small businesses as it still elicits a very high return on investment for their marketing dollars and enhances other online marketing efforts. “It’s important to remember that email marketing is permission-based marketing,” noted Semple. “You don’t want to be perceived as a spammer, so make sure you’re compliant with email marketing laws and use a service provider that will also enable you to segment your list for targeted communications.”
For the full interview, tune into MSNBC on Sunday, September 24th at 7:30 am, or visit http://www.msnbc.com/your-business after the air date.
Anderson Kill is pleased to announce that Carrie Maylor DiCanio, an attorney in the firm’s New York office and co-chair of Anderson Kill’s Women’s Network, has been promoted to Shareholder.
Ms. DiCanio is a member of the firm’s Insurance Recovery Group and Corporate and Commercial Litigation Group and is co-chair of Anderson Kill’s Women’s Network. She has recovered valuable insurance proceeds for corporate policyholders in state and federal courts throughout the United States and advised clients extensively on pre-litigation insurance matters. She has represented global retailers, financial services companies, technology companies, energy companies and governmental entities in D&O, environmental, product liability and property claims.Ms. DiCanio also has represented telecom companies, global manufacturers and hedge funds in antitrust and securities matters.
Past FWA Presidents Maureen Adolf (2014-15) and Susan L. Harper (2012-13), who is also FWA pro bono General Counsel, posed with “The Fearless Girl” statute Artist Kristen Visbal at NY City Hall in a gathering organized by US Congresswoman Maloney to extend the statute’s stay on Wall Street.
Commissioned by asset management firm State Street Global Advisors to mark its initiative urging the 3,500+ companies in which it invests for its clients to increase the number of women on their corporate boards, Fearless was conceived by McCann New York and sculpted by Visbal (pictured above). The NYC Mayor’s Office announced today that the statute of the young brave bronze girl facing the iconic Wall Street bronze bull will remain in its place for at least 11 more months.
Pacesetter Jamilynn Cimino, is featured in a LinkedIn article, Reverse Mentoring: Millennials teach old dogs new tricks, published March 6th.
Jamilynn lead the development of the “Connect” program. According to Cimino, the “overall objective of the program is to leverage generation-wide talent to help shape the future direction of the firm and position Pershing for success.”
Meet on Bowery in affiliation with Spacebase presents, A Night for Women in Leadership with Regina Huber: Show up with Power and Authenticity to Drive Your Success.
As women finding the method to your success can be riddled with obstacles. The key to success is empowering yourself and acknowledging your undiscovered talent in order to build the confidence that will allow for advancement in male dominated industries.
Regina Huber, author of Speak up, Stand out and Shine, has defined her career by helping companies attract, create, and retain more female leaders. Her signature system “Powerful Leadership Transformation” encompasses an empowering mindset, distinctive uniqueness, a body-conscious presence, and effective action. This approach allows her clients to achieve their leadership goals and success above and beyond traditional methods.
Regina Huber, is not only the co-chair of the Distinguished Speakers committee but also the author of the recently published Kindle book, Speak up, Stand out and Shine – Speak Powerfully in Any Situation.
Speak up, Stand out and Shine prepares you for any speaking situation, online or offline. It equips you with tools that make speaking in meetings, in job interviews or in front of a room less daunting. It is brimful with techniques that allow you to increase your success as a speaker and communicator.
If you have something important to say, pick up Speak up, Stand out and Shine and read it!
Available currently as a Kindle book on Amazon and soon in print!
Merrie Frankel, is appointed to the Board of Directors of Agree Realty.
Nina McLemore, is featured in the Washington Post style section. Some of the nation’s most powerful women look to her for fashion advice.
Sharon Lewis, participated in a discussion on the topic of “Undercover cameras expose ageism, challenge old stereotypes”, on NBC’s Today Show, broadcasted on May 25, 2016.
We are pleased to inform you that Susan L. Harper, pro bono FWA General Counsel, will be a featured speaker on the Japan Society’s policy panel, “Womenomics-in-Action: Approaches by the Japanese, American and European Governments” on Tuesday, May 10, 2016. Harper is a Managing Director of the Bates Group LLC. She Chairs the NY State Bar Association’s Committee on Women in the Law’s Legislative Subcommittee and is a past Co-Chair of NYCLA’s Women’s Rights Committee. She is also a Past FWA President 2012-13. The program will focus on Japan’s new law promoting women’s roles in the workplace effective April 2016. Companies with 301 or more employees, as well as the central and local governments, are required to report their percentage of female hires and female managers, and set numerical targets for employing and promoting women. Harper will be discussing the American government and businesses efforts to promote women’s empowerment and advancement and U.S policies impacting women’s economic rights.
For more information about the event, click here.
Pamela Packard, FWA Past President 1999-2000 has been named Chairperson-Elect of Financial Planning Standards Board, Ltd (FPSB), a certification, education and professional standards setting organization for the global financial planning community. She will automatically assume the role of Chairperson in April 2017.
Prudential Annuities names Melissa Kivett Senior Vice President and Business Strategy Officer
Newly-created role will drive business priorities
In this newly-created role, Kivett will lead the overall development of business strategy, reporting to Lori Fouche, president of Prudential Annuities. She will join Prudential Annuities senior leadership team. Read more
Congratulations to Barbara Krumsiek, former CEO, President and Chair of Calvert for received the Fund Action’s Lifetime Achievement Award on April 26th. Barbara is a FWA member and was the FWA Woman of the Year Private Sector in 2013.
Maria Semple, is a long time member and now author of the recently published book: “Magnify Your Business: Tips Tools and Strategies for Growing Your Business or Your Nonprofit.”
Her book is for entrepreneurs and nonprofit executives who see a need and have a great idea for meeting it.
View more details on Maria’s website: www.theprospectfinder.com/book and order your copy today!